Baird Financial Group’s First Trust Large Cap Growth AlphaDEX Fund FTC Stock Holding History

Baird Financial Group’s Portfolio FTC Stock Details FTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$29.6M	Buy	152,775 +1,207	+0.8%	+$213K	0.04%	288
2026 Q1	$23.4M	Buy	151,568 +1,104	+0.7%	+$178K	0.04%	331
2025 Q4	$24.1M	Buy	150,464 +2,354	+2%	+$377K	0.04%	326
2025 Q3	$23.8M	Buy	148,110 +2,464	+2%	+$384K	0.04%	331
2025 Q2	$22M	Sell	145,646 -13,055	-8%	-$1.8M	0.04%	344
2025 Q1	$20.9M	Buy	158,701 +9,054	+6%	+$1.27M	0.04%	341
2024 Q4	$20.7M	Buy	149,647 +31,662	+27%	+$4.42M	0.04%	333
2024 Q3	$15.5M	Sell	117,985 -2,124	-2%	-$264K	0.03%	400
2024 Q2	$14.7M	Sell	120,109 -830	-0.7%	-$99.8K	0.03%	392
2024 Q1	$14.9M	Buy	120,939 +424	+0.4%	+$49.3K	0.03%	392
2023 Q4	$13.2M	Buy	120,515 +7,425	+7%	+$750K	0.03%	408
2023 Q3	$10.9M	Buy	113,090 +101,315	+860%	+$10.2M	0.03%	411
2023 Q2	$1.19M	Sell	11,775 -26,439	-69%	-$2.5M	﹤0.01%	1061
2023 Q1	$3.56M	Buy	38,214 +1,546	+4%	+$144K	0.01%	700
2022 Q4	$3.35M	Buy	36,668 +25,564	+230%	+$2.37M	0.01%	693
2022 Q3	$950K	Sell	11,104 -6,237	-36%	-$584K	﹤0.01%	1067
2022 Q2	$1.53M	Sell	17,341 -1,600	-8%	-$153K	﹤0.01%	945
2022 Q1	$2.02M	Sell	18,941 -25,974	-58%	-$2.74M	0.01%	907
2021 Q4	$5.4M	Buy	44,915 +2,148	+5%	+$254K	0.01%	599
2021 Q3	$4.75M	Buy	42,767 +35,841	+517%	+$4.09M	0.01%	617
2021 Q2	$760K	Sell	6,926 -488	-7%	-$50.4K	﹤0.01%	1283
2021 Q1	$724K	Sell	7,414 -176	-2%	-$17.4K	﹤0.01%	1246
2020 Q4	$733K	Sell	7,590 -22	-0.3%	-$1.98K	﹤0.01%	1129
2020 Q3	$639K	Buy	7,612 +119	+2%	+$9.77K	﹤0.01%	1083
2020 Q2	$574K	Sell	7,493 -1,886	-20%	-$132K	﹤0.01%	1110
2020 Q1	$562K	Sell	9,379 -44,125	-82%	-$3.11M	﹤0.01%	1027
2019 Q4	$3.9M	Sell	53,504 -2,383	-4%	-$169K	0.01%	589
2019 Q3	$3.91M	Sell	55,887 -4,872	-8%	-$345K	0.02%	581
2019 Q2	$4.27M	Buy	60,759 +52,787	+662%	+$3.6M	0.02%	556
2019 Q1	$534K	Sell	7,972 -2,211	-22%	-$140K	﹤0.01%	1015
2018 Q4	$584K	Buy	10,183 +4,741	+87%	+$295K	﹤0.01%	944
2018 Q3	$384K	Buy	+5,442	New	+$374K	﹤0.01%	1115

Other funds holding FTC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Baird Financial Group's FTC Position: Q2 2026 in Review

Baird Financial Group increased its First Trust Large Cap Growth AlphaDEX Fund (FTC) stake by 0.8% in Q2 2026, buying an estimated $213K and bringing the position to 152,775 shares worth $29.6M. The position accounts for 0.04% of the portfolio, ranked #288.

Baird Financial Group first reported a position in FTC in Q3 2018 and has held it in 32 quarters since. 224 funds tracked by Wall St. Rank hold FTC as of Q2 2026.

Baird Financial Group held 152,775 shares of First Trust Large Cap Growth AlphaDEX Fund worth $29.6M as of Q2 2026.
Baird Financial Group bought 1,207 First Trust Large Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $213K.
First Trust Large Cap Growth AlphaDEX Fund made up 0.04% of Baird Financial Group's portfolio in Q2 2026, its #288 holding.
Baird Financial Group first reported a position in First Trust Large Cap Growth AlphaDEX Fund in Q3 2018 and has held it in 32 quarters since.
224 funds tracked by Wall St. Rank held First Trust Large Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.